Filed January 27, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,041 | $232,540+25.2% | $185,117+57.2% | $147,584+97.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.29% | 43.03%-24.7pp | 40.50%-22.2pp | 578.55%-560.3pp |
| Employer contribution / active EE | $4,708 | $5,195-9.4% | $4,182+12.6% | $4,876-3.4% |
| Participant deferral / active EE | $10,722 | $5,834+83.8% | $5,045+112.5% | $5,439+97.1% |
| Admin fee / account holder | $24 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |